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Financial Gravity Companies’s Ericsson ERIC Stock Holding History

Financial Gravity Companies’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$244K Buy
+27,608
New +$240K 0.22% 100
2018
Q1 		$138K Buy
18,492
+7,141
+63% +$48.1K 0.14% 151
2017
Q4 		$73K Buy
+11,351
New +$70.8K 0.08% 224

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's ERIC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Ericsson (ERIC) in Q4 2018: 27,608 shares worth $244K. The stake represents 0.22% of the portfolio and ranks #100 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ERIC as recently as Q1 2018.

Financial Gravity Companies first reported a position in ERIC in Q4 2017 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold ERIC as of Q4 2018.

  • Financial Gravity Companies held 27,608 shares of Ericsson worth $244K as of Q4 2018.
  • Ericsson was a new Financial Gravity Companies position in Q4 2018.
  • Ericsson made up 0.22% of Financial Gravity Companies's portfolio in Q4 2018, its #100 holding.
  • Financial Gravity Companies first reported a position in Ericsson in Q4 2017 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Ericsson as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.